Capture Employer's information

Capturing Employer information becomes very important during the hand-over process of unpaid accounts and for WCA and Company patients.

• Capture Employer information 
  • After completing all patient personal information, as well as payment information and guarantor information, click NEXT or click on Employer TAB to open the employer information page.

• For Medical Aid and Private patients:
  • Minimum mandatory information for Medical Aid and Private patients:
    • Company name
    • Contact number

NOTE:  If more information is available, please enter all the available information for future use.

• Minimum mandatory information for  WCA / IOD patients:
  • Employer Name
  • Branch (if applicable)
  • Contact Person
  • All employer contact details, including:
  • Email
  • Phone number
  • Fax number (if applicable)
  • Employer address
• Employee number / Employer VAT are optional fields but should be completed where the information is available.

NOTE:  Incomplete employer detail will lead to accounts not getting paid.  Please note the fields marked with an astrix (*). 

• For company patients:
  • Since the company payment method will have pre-registered employer information linked to the specific company selected, the employer information will auto-populate to the employer field and cannot be modified. (The information is ‘greyed out’ and not accessible to modify).
  • If any information for this company is incorrect, inform the supervisor to modify in the back-end.

Click NEXT or Next of Kin TAB to enter Next of kin information. (If Next of Kin tab is not available, it is a preference of your practice not to include this information.  Next of kin information can always be retrieved from the scanned document if fully completed by the patient. When ALL fields on all TABs have been modified, click Save and Close to save the information and continue to the Order Entry.